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CIK: 0001616628
Total reported value
$10.3M
$10.3M
6 檔
106.6%
At the close of Q2 2025, Wilshire Advisors LLC disclosed equity holdings valued at approximately $10.3M, spread across 6 reported holdings.
In Q2 2025, Wilshire Advisors LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJR, IGSB) accounted for 106.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 39.06% | +0.40% | -88.34% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 27.80% | -5.32% | +0.72% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 16.22% | -5.91% | -8.90% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.84% | -22.31% | EXIT | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.77% | +0.08% | -91.83% | |
| 6 | LDI | Loandepot Inc -class A | Stock-Other | 0.32% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +28.5% | -88.34% | Trim |
| 2 | IJR | Ishares Core S&p Small-cap E | +26.9% | +0.72% | Add |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +15.6% | -8.90% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +3.6% | -91.83% | Trim |
| 5 | AGG | Ishares Core U.s. Aggregate | +2.9% | -95.56% | Trim |
| 6 | FATE | Fate Therapeutics Inc | 0% | EXIT | Sold out |
| 7 | LDI | Loandepot Inc -class A | -1.4% | — | Unchanged |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | -3.9% | EXIT | Sold out |
| 9 | ALLKGUSD | Allakos Inc | -4.1% | EXIT | Sold out |
| 10 | EFA | Ishares Msci Eafe ETF | -11.4% | EXIT | Sold out |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | -12.1% | EXIT | Sold out |
| 12 | REET | Ishares Global Reit ETF | -15.1% | EXIT | Sold out |
| 13 | IVV | Ishares Core S&p 500 ETF | -29.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Wilshire Advisors LLC reported a total U.S. public equity portfolio value of $10.3M across 6 disclosed positions in Q2 2025.
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Top Position Liquidated / Trimmed
IVV
前期市值: $9.3M
During Q2 2025, Wilshire Advisors LLC's top holdings by market value included IEFA (39.1%)、IJR (27.8%)、IGSB (16.2%). The largest single position, IEFA, represented 39.1% of total portfolio value.
In Q2 2025, Wilshire Advisors LLC made 12 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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